Home > Blogs > Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Tech Tidbit from Gregg Klein of Albridge Solutions, Inc. gives preview of article in T3 June 2013 newsletter
Submitted by Technology Tools for Today on June 1st, 2013
In personalized wealth reporting, successfully and seamlessly sharing data among preferred third-party applications has been difficult. The proven resolution lies in providing simplicity and choice within a data-sharing framework. Watch this short video on Standardizing the Interoperability Framework by Gregg Klein, Director of Product Management, Albridge Solutions, Inc.
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TD Ameritrade Institutional's Veo®
Maggie Crowley
Advisor-Client relationships
Document Imaging
Quadron Data Solutions
Signix
Cory Haberkorn
Patrick Yip
Robo-Shield™
Holdings
centralized and tailored user experience
Wealthbase
The Markets
Marketing Cloud
Aggregation
Dropbox
SmartOffice
Realized and Unrealized Gains/Losses
Jonathan Jaranson
curation engines
industry related forms
Cities Digital’s MagniMail
Wells Fargo Advisors
registration checker tool
Next Generation of Integration
financial planning and client engagement solutions
Tom Kimberly
Michael Stier
App expansion
Ed O’Brien
SS&C Technologies
Account opening and commissions
Junxure® CRM
Damon Deru
SCANaltyics
Client Service Monitor
XCelent Award
Oauth2 user authentication security
retirement income planning tool
Mobile channel
AssetMark Advisor iPad
emX’s Vault
Sugar Ray Leonard
Kirk Hulett
data automation
Portfolio Management Processes
investment research platforms
cloud-based IT outsourcing
Optimum Market Portfolios
Risk Alignment Platform
Fuse 2014
Upside
monitoring
Balances
T3 Enterprise Conference
Laserfiche Connector
Advisor iPad App
Deena Katz
practice management
securities and insurance industries
J. Richard Coe
Composite Holdings Report
Outlook email archiving
Risk-Balanced Portfolios
goalgamiPro
business valuation knowledge
Vestmark Manager Marketplace (VMM)
My Wall
TD Ameritrade Institutional’s Veo Open Access platform
MagniPost
AdvisorComplete platform
Quadron Data Solutions™
Silanis
Jenny Richards
Cory Olson
Paul Cantrell
robust backup features
Homrich Berg
Cetera
Wealthbox CRM
Bob Stiess
Fidelity Institutional Wealth Services
the Practice
Marketing Gorilla System
AICPA
Duane D’Orazio
SMAs
rebalance
Joseph Miola
custodial data file import process
Salentica’s Data Broker
Informatica
CitiMortgage
Wes Stillman
regulatory compliance
Next-Generation Advisor CRM®
EDGAR filing agent
SS&C Technologies Holdings
account rebalancing software
Junxure’s cloud-based CRM/office management solution
Dan Arnold
portfolio accounting
SCANalytics
integration of independent recordkeepers
client-facing analytical and proposal tool
XLR8
October 13
Florida
TRX Edge
mobile connectivity
Atlanta
end-of-life plan
SugarCRM
Krilogy Financial
Data Cloud (Jigsaw)
portfolio management system
Schwab OpenView MarketSquare®
investment screening functionality
cloud-based platform
Optional Tax Management
Risk Analysis
Fuse 2014 award
Brett Thorne
Upside Advisor
monthly compliance checklists
Barrett Ayers
Eric Jardine
Laserfiche Document Management
Advisor Office
Dennis Fox
practice management solutions
Security
composite performance reporting
Outsourcing Services
goalgamiPro®
business valuations
myeDocumentsuite.com
External IT Cloud Desktop
TD Ameritrade Institutional’s VEO®
maintenance of composites
AdvisorComplete℠
Document Processing
qualified fiduciary advisors
Jenze Bosma
Cost Basis
Paul Polese
robust technology capabilities
hosted archiving solutions
Cetera Financial Group
Wealthcare Capital Management
Nerd’s Eye View
Bob Veres
Bobby Yazdani
Fidelity Investments®
The Retirement Hub
Marketware International
Dynamic Rebalancing
Social Analytics
Rebalancer
Joseph Mrak
Custodial Data Integrations
Pershing LLC
Sales Cloud
InformationWeek 500
client acquisition
Weston
regulatory compliance services and technology
next-generation wealth management platform
financial planning technology
Tom Schildhauer
Michelle Smith
AppHub
SS&C Technologies Holdings, Inc.
account servicing
Dan Brownell
portfolio accounting service provider
Intelligent Aggregation
Client-facing technology
Office 365
Retirement Plan Network
FMG Suite
turnkey data science solutions
mobile devices
Attribution Analysis
end-‐to-‐end portfolio management
Suhail Ali
Kyle Hiatt
Advent Custodial Data
data management solutions
portfolio management tools
Schwab OpenView Mobile
cloud-based portfolio management
OptionsPlay Score
risk engineering
Fusion Advisor Workstation
Brian A. Davis
Uri Pomerantz
basic client interaction
error checking
TA Associates
Lex Sokolin
Advisor Office platform
Denny Bottorff
PreciseFP
J.P. Morgan
Composite Portfolio Review
packaged web design
Riskalyze and RetireUp Integration Demo
Google Analytics integration
ByAllAccountsSM
Vestorly solution
External IT's Cloud Desktop
TD Ameritrade National LINC Conference
manage cash flows
AdvisorQ
document storage software-as-a-service
quantitative risk technology
Simon Sinek
cost-efficient beta exposure
Rocaton Advisors
Household Balance Sheet
Chad Blythe
WealthCentral
NestEgg Wealth
Bonaventure Resort and Spa
Fidelity®'s New Wealthcentral® Technology Bundle
The Tarbox Group, Inc.
Martin L. Flanagan
Albridge Solutions
social collaboration
1-to-1 client relationships
rebalancing
Joseph Starinsky
Pershing’s Net 360 Technology Channel
Innovation Centers
Client communications management
Westport Resources
Rehmann
NFP
financial planning tool
Total Portfolio Expert (TPX)
Microsoft
Application of Preference Measurement: The Case of Riskalyze
Edward Jones
accounting software
Dan Hunt
Portfolio Accounting Solutions
interactive compliance calendar
Client360º
XTRAC App
Office of the Future
RetireRisk
Folio Institutional
two-factor authentication
mobile forms-filling
Audit Management
Enhanced Capital Partners
Ladenburg Thalmann Financial Services Inc.
Advent Direct
data protection
portfolio mappings services
Schwab Performance Technologies®
InvestmentNews
cloud-based solutions
Optionsplay®
Risk Management
Fusion® Advisor Workstation
user-friendly programing
Morningstar Advisor
BD Equalizer
eSignature Capabilities
Tamarac Advisor® Xi
LiquidHub
Advisor Pro platform
Depository Trust and Clearing Corporation
predictive analytical tools
service alerts
Jackson
CompositeBuilder
Panoramix
Riskalyze Autopilot
Google Play
CAIS
FA Insight
TD Ameritrade's VEO
management fee
Docupace
Quantitative Risk Tolerance
single sign-on integration
Jim McKelvey
Council Capital
Paul West
household-‐level rebalancing
Chad Centorbi
Wealthminder Seed Capital
NetExchange Client
Branch Audit Consulting
Fidelity’s Technology and Operations Consulting
Third-Party Technology Integrations
Mary Ellen Whiteman
Allen Eickelberg
eAdvisor
2015 Peter L. Bernstein Award
rebalancing capability
Josh Brown
Custodian
Personal Finance Management Application
Inside Information
Client Data Automation
Whitepaper
relationship solutions
NFP Advisor Services Group
Financial Transmission Network Inc.
Microsoft Corp
application program interface (API)
Efficient Technology
Kanchana Chalia
AccountQ™
Dan Santner
Interview
FolioDynamics
Mobile Optimization
Audit Technology
enhanced client communication
lagging performance duration and timeframe priorities
Data-Driven Insights
Portfolio Pathway
Schwab’s 2013 RIA Benchmarking Study
Investor-Advisor Collaboration
CLS Investments
risk management characteristics
Brian Semitekol
Morningstar Analyst Rating™
Behavioral Finance
Estate Assist
Tamarac's Advisor® Xi
Lori Hardwick
detailed financial planning
PRNewswire
Service Cloud
Jackson app
comprehensive portfolio management
Panoramix™
Gradient Investments
CAM
Video conferencing
Narrator Clients™
Black Diamond platform
Farshad Ghaffari
TD Ameritrade’s Veo platform
Advisors Assistant Everywhere
Docupace ePACS®
Quantum
single-sign on capability
Jim Patrick
couple’s report
PCI-compliant platform
Ron Huddleston
householded data backbone
Chapwood Investments
NetExchange Select
Figlo
Tim Ramza
Mary Ferguson
Amanda Steinberg
EAI
social media integrations
2015 Veo® Integrated Awards
Juan Williams
Custom Cloud (Force.com)
personal financial management
Salesforce CRM
Insights on Advice
client database portal
Will Bressman
Relius Adminstration
Nobel Foundation
FinFolio
Total Rebalance Expert (TRX)
Microsoft Dynamics CRM
application programming interface
Electronic Signing
Stark & Stark
Karl Chan
Accounts and Fact Sheets for Investments
Schwab Advisor Services’
Intraday Integration
Clients & Portfolios
yHLsoft
Online Account Management
Ultra High Net Worth
Mobile Productivity
auditable workflow and document management technology
enhanced mutual funds order management
SunGard’s WealthStation
Las Vegas
DataPro
portfolio risk
SciQ Insights
Investor360°
CNN Money
order processing
risk management platform
Garrett Planning Network
Vanare | NestEgg
Morningstar for Advisors App
Ben Francois
estate management
tax efficiency in a cloud-‐based model
Loring Ward
Advisor Rebalancing®
Digital Advice
ProcessEZ
services and support for RIAs
Jackson National Life Insurance Company®
comprehensive trading solutions
Paperclip
RiXtrema's Portfolio Crash Test
Great Kight
CAM System
Vincent Guyaux
Narrator™ application builder
Black Diamond®
TDA
Mara Laisson
Docupace Technologies
Questar Capital℠
single-sign on functionality
Joe Duran
Craig Smith
Roy Burns
HTML5 version
pensions
Run Smarter®
Human Finance Project
WealthStation CompAct
Redhawk Wealth Advisors
NetExchange View
filter and cross reference data
Tim Welsh
Matched Portfolio
Analytics Cloud
Earnings Potential
Social Security
2016 T3 Advisor Conference, Ft. Lauderdale, FL
rebalancing solution
customer acquisition
Personal Financial Management (PFM) tool
Salesforce data migrator
INSITE™ 2015 conference
client engagement
William Faulkner
Report Builder
FinFolio’s Portfolio Management Software
Total Technology Platform
Mike Capelle
Arcons Technology
eliminating selected fees
State Income Tax Calculator
Kelly Caffrey
ACH origination
Daniel Inveen
portfolio applications
Schwab Advisor Services’ SOLUTIONS®
intraday quotes
ClientView Client Portal
online account opening
RIA advisor platform
Forbes
unified cloud computing solutions
Mobile Scribe Service
Automate Client Marketing
enrollment platform
SunGard’s WealthStation Financial Planning solution
AdventConnect 2014
Portfolio Snapshot
Scivantage
iPad app
Cohesive Client Management Process
risk modeling
Gemcom
Brian Stimpfl
Benjamin Birken
ETF OneSource participants
Tax Efficient Drawdown
Productivity
Shane Bingham
Jackson.com
computer-based modeling system
paperless client onboarding process
Rob Cirrotti
Cameron Routh
Vladimir Baranov
Nathan Lucius
Black Diamond℠
Maree Moscati
Advisors Assistant’s CRM
Quik! Form
SixThirty
Joe Ruzycki
create and manage portfolios
Performance
Rushmore Advisor Services
Charles Sizemore
WealthStation Financial Planning
time-effective onboarding experience
Matt Abar
Andrew Rogers
EarningsQ
Social Security Analyzer
Aaron Guidotti
rebalancing workflows
Jud Mackrill
personal financial management platform
Salesforce Financial Service Cloud Integration
instantaneous stress testing
client feedback
Windows™ PowerShell
normalization
reporting
FinFolio’s WorkStation
Touch functionality
Mike Ethridge
ARKON
Eliza De Pardo
state‐of‐the‐art forms-filling technology
Portfolio Building
Schwab Advisory Services
intuitive user-experience
ClientWorks
Online Account Opening & Transfer
RIA Benchmarking Study
unified managed account
Model Wealth Portfolios
automated portfolio management
Enterprise Content Management Software
Sustainable Retirement Income
Laser App 2015 Financial Services Conference
PortfolioCenter
Scott Parry
IPS AdvisorPro
Collaboration Cloud (Chatter)
Orion Advisor Integration
Gemini Alternative Funds
Broker Dealers
variable annuities
Best Technology for a Vertical CRM
Tax Lot information
Advisor Software, Inc.
digital financial solutions
Proposal Generation Capabilities
Shannon Dempsey
Jackson®
Concenter Services
paperless enrolment
Robb Baldwin
Greg Vigrass
Canterbury Consulting
Wall Street Journal
National Financial Partners Corp.
Black Diamond℠ platform
February 4, 2015
Technology adoption
Marie Swift
Advisory World
Dominey Stewart
Quik! Forms
SixThirty FinTech Accelerator
John Hancock
credit card processing
Performance Center
Russ Thornton
IBackup®
check scanning
WealthTechs
Redkite
FinaMetrica Plus
timeframes
Matt Crisp
Andrew Rudd
easily view user activity
Social Security Optimizer
Redhawk
Julie Littlechild
Customer Success Platform
Pete Hess
Salesforce Financial Services Cloud
Institutional Intelligent Portfolios™
Client Management System
WinOps
Northern Lights Compliance Services
reporting capabilities
FINRA and SEC technology guidelines
Trade Strategy Visualization
Artificial Intelligence
Ellen Smith
Steve Dunlap
Kevin Cimring
ActiFi Client Engagement
Darren Tedesco
portfolio construction capabilities
Schwab IMPACT 2013
Invesco
ClientWorks platform
Zywave
online advisor-client collaboration
RIA in a Box
forms library
unified wealth management technology
Modern Portfolio Theory
Automated Workflow
enterprise-grade data management platform
Symantec VIP integration
Laser App Advisor Con 2015
David Canter
PortfolioCenter®
IPSAdvisorPro
Commonwealth Financial Network
Risk Number®
Gemini Fund Services
brokerage and custody services
VAs
Morningstar, Inc.
ETF’s
tax planning
LPL Financial Holdings
Digital Fortress
Proposal Tool for Chapwood Investments
James Carney
Concierge Service
paperless onboarding
Robert Arnott
Gregg Klein
CapGainsValet
Walt Bettinger
Nationwide
Blaze Portfolio
Fee Calculation Details
Technology Integrations
Mario Canas
Donald Capone
John Mackowiak
Performance Dashboard and Client Reporting Engine
Russell Leto
IBDs
Chicago
Web App Single Sign On
TJ Jones
Matt Nelson
Andrew Stevens
EBITDA growth rate
Sonia Rosenbaum
Abby Schneiderman
Juney Ham
Customizable Quarterly Investment Review Presentations
Peter Intraligi
Salesforce.com
inStream Solutions
Women Investors
Northern Lights Distributors
Reporting Console for Each Office
FinTech 100
Mike Phillips
Artisan and Grendel
Steve Sanduski
Kevin Crowe
ActiFi software suite
Darrin Courtney
Portfolio Construction Tool
Schwab Independent Advisor Outlook Study
Investigo
Cloud applications
“Robo” Challenge
online client engagement
RIA/Client reletionships
Fox Financial Planning
Unify
Modestpark
Automated workflows
Synapse API
advisor and client portals
David Fetter
position data
iReach
Commonwealth’s Practice360º
Gemini Hedge Fund Services
browser in the cloud
Vendor Affinity Program
Morningstar®
Bill Good
Everplans
tax-aware trading program
LPL Financial LLC
Advisor View
Digital Fortress Suite
ProTracker
Sharing
James Poer
conflict-free custody solution
paperless processing systems
Robert Eggebrecht
Career Activity Management System
Warren Mackensen
Natural Language Processing
fee elimination
technology solutions
Mark Balasa
AdvisoryWorld Financial Technology
Doug Harbrecht
Small Businesses
Radar
John McArthur
Raj Udeshi
John Ndege
CRM systems
performance expectations
IEC
Chris Casdia
web-based applications
NetXInvestor
Financelogix
To-Do Lists
Matt O’Brien
Andrew Tognela
Ebix
Sophie Schmitt
acceptable and unacceptable tolerance standards
customizable questionnaires
Salesforce1 Customer Platform
Insurance and Securities verticals
Client Marketing Systems, Inc.
Woodrow Levin
NorthStar
Firm Alerts and Announcements
TradeWarrior
Mike Walsh
Ashley Globerman
Steven D. Kelly
Kevin Knull
activity streams
Portfolio Crash Test solution
Schwab Intelligent Integration®
investment advice
Cloud Desktop solution
online practice management platform
Fox Financial Planning Network
Unify Cloud Disaster Recovery
modify portfolio exposures
automating portfolio management
T. Rowe Price
Laser App Enterprise
David Lyon
Positions
Scottrade® Advisor Services Platform
iRebal
Community Blog
Orion Business Intelligence
Gen X/Y
Built In Token 2-Factor Authentication
VEO
Morningstar® Advisor WorkstationSM
Bill Laird
eVestment
tax-losses
LPL Focus 2015
Advisor View™
digital marketing hub
ProTracker Advantage
Sherri DuMond
Jason Roberts
Connections Console
Park City, Utah
Robert Moore
Guide Financial Technologies
Carson Wealth Management Group
Naureen Hassan
Technology Tools For Today
Mark Casady
AdvisoryWorld HoldingScan Report for Households
Doug McPhail
Smarsh
Smarsh My Site
John Norwood
CRM technology
Performance Measurement
SaaS
Impact Communications
Chris Casey
web-based client management software
NetXInvestor®
Financial Account Data Technology Platform
Maureen Duff
Ebix Smart Office
sophisticated computer algorithms
customized analysis
Phil Sorgen
integrated cloud based technology
Client Meeting Support for Advisors
Wordpress platform
reporting solutions
First Rate
Trading Processes
mitigate risk
ASI
eMoney Select system
Stifel
Kevin Kraus
Activity tracking and corporate memory
data aggregation functionality
Portfolio Crash Testing
Schwab Intelligent Portfolios
Investment Advisors Workflow
cloud-based archiving solutions
Online Reporting Dashboard
Fred Tomczyk
BranchNet
Unify Software
automation software tool
Envestnet Advisor Summit
Advisor Con
David, Stalnaker
POWER
seamless advisor integration
iRebal®
company performance analysis
risk profiling questionnaire provider
Gentech
Business Analytics
Veo Open Access
Morningstar® Portfolio X-Ray®
eVestment Quantum Analytics
LPL Focus Conference
Advisor Websites
Digital Marketing Platform
ProTracker Cloud
Sheryl Garrett
Jason Wenk
content aggregation
Gustav Karner
cash posting
NaviPlan
Blu Giant, LLC
Fetter Logic
Technology Tools for Today 2014 Conference
Mark Engelhardt
Advisor® Xi
Downloadable Portfolio Review Reports